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CIK: 0001639943
Total reported value
$543.9M
$543.9M
240 檔
25.6%
The Q4 2024 SEC filing reveals that WealthPLAN Partners, LLC held a total portfolio value of $543.9M, covering 240 public equity positions.
In Q4 2024, WealthPLAN Partners, LLC adopted a defensive or profit-taking posture, trimming 105 positions and completely liquidating 34 holdings to manage risk exposure.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.63% | +0.63% | -8.39% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.84% | -0.37% | -4.51% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.48% | -0.13% | -4.13% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.42% | -0.22% | -4.25% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.38% | -0.20% | -11.42% | |
| 6 | SECT | Main Sector Rotation ETF | ETF-Other | 2.38% | — | +6.80% | |
| 7 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 2.23% | -0.30% | -5.30% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.18% | -0.25% | -7.40% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.15% | -0.12% | -3.63% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.05% | -6.21% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.52% | +0.27% | |
| 12 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.55% | -0.20% | -7.01% | |
| 13 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.41% | -0.17% | -4.25% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.11% | -7.59% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.42% | -6.02% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | -0.07% | -0.21% | |
| 17 | CLOI | Vaneck Clo ETF | ETF-Other | 1.24% | -0.26% | +9.21% | |
| 18 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.23% | -0.19% | -5.30% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.59% | +3.68% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.04% | -0.48% | |
| 21 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.15% | -0.19% | -8.70% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | -0.09% | -13.73% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.01% | -0.31% | -6.46% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | -0.11% | -2.95% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.02% | -6.28% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.05% | -6.75% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | -0.02% | -11.78% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | +0.01% | -6.55% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | +0.02% | +216.95% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.84% | -0.18% | -2.85% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.01% | -5.18% | |
| 32 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.78% | -0.20% | -6.33% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.05% | -5.60% | |
| 34 | BRO | Brown & Brown Inc | Stock-Financials | 0.74% | -0.03% | -0.61% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.74% | +0.04% | -3.03% | |
| 36 | STXG | Strive 1000 Growth ETF | ETF-Other | 0.73% | — | +6.54% | |
| 37 | TDV | Proshares S&p Tech Dvd Arist | ETF-Tech | 0.72% | -0.13% | -3.43% | |
| 38 | STXV | Strive 1000 Value ETF | ETF-Other | 0.70% | — | +5.01% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.11% | -5.77% | |
| 40 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.70% | -0.04% | EXIT | |
| 41 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.69% | -0.05% | -7.86% | |
| 42 | RPM | Rpm International Inc | Stock-Materials | 0.68% | -0.05% | -3.58% | |
| 43 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.68% | — | — | |
| 44 | GGG | Graco Inc | Stock-Industrials | 0.68% | -0.05% | -3.56% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | -0.04% | -0.83% | |
| 46 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.64% | -0.13% | +4.16% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.63% | -0.08% | -11.12% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.10% | +3.45% | |
| 49 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.61% | -0.04% | -6.13% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.61% | -0.05% | -1.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNOV | Ft Vest US Equity Buffer ETF | +0.7% | NEW | New buy |
| 2 | BNOV | Innovator U.s. Equity Buffer | +0.6% | NEW | New buy |
| 3 | OCTT | All US Equ Buf10 Oct Etf-usd | +0.6% | NEW | New buy |
| 4 | FOCT | Ft Vest U.s. Equity Buffer E | +0.5% | NEW | New buy |
| 5 | SIXO | Allian US Equ 6 Mon Bu10-usd | +0.4% | NEW | New buy |
| 6 | SECT | Main Sector Rotation ETF | +0.3% | +6.80% | Add |
| 7 | AAPL | Apple Inc | +0.3% | -8.39% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.3% | -6.21% | Trim |
| 9 | BUYW | Main Buywrite ETF | +0.3% | +273.90% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | +3.45% | Add |
| 11 | APOC | Inr Eqty Def P ETF - 6 M A/o | +0.2% | NEW | New buy |
| 12 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +160.36% | Add |
| 13 | WMT | Walmart Inc | +0.2% | -0.48% | Trim |
| 14 | CLOI | Vaneck Clo ETF | +0.2% | +9.21% | Add |
| 15 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | +0.1% | NEW | New buy |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.21% | Trim |
| 17 | NVDA | Nvidia CORP | +0.1% | -6.02% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.27% | Add |
| 19 | EMR | Emerson Electric Co | +0.1% | +2.49% | Add |
| 20 | STXG | Strive 1000 Growth ETF | +0.1% | +6.54% | Add |
| 21 | CGBL | Cap Group Core Balanced | +0.1% | NEW | New buy |
| 22 | OCTM | Ft Vest US Eq Max Buf Oct | +0.1% | NEW | New buy |
| 23 | NOVM | Ft Vest US Eq Max Buf Nov | +0.1% | NEW | New buy |
| 24 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +0.1% | NEW | New buy |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | NEW | New buy |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +49.81% | Add |
| 27 | CFR | Cullen/frost Bankers Inc | +0.1% | -7.86% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -6.75% | Trim |
| 29 | POCT | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 30 | PAAA | Pgim Aaa Clo ETF | +0.1% | +79.79% | Add |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | -4.25% | Trim |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -2.95% | Trim |
| 33 | MSFT | Microsoft CORP | +0.1% | +3.68% | Add |
| 34 | AVGO | Broadcom Inc | +0.1% | +12.92% | Add |
| 35 | STXF | Strive 500 ETF | +0.1% | +15.32% | Add |
| 36 | STXK | Strive Small-cap ETF | +0.1% | +16.04% | Add |
| 37 | BKE | Buckle Inc/the | +0.1% | +0.00% | Add |
| 38 | FLTR | Vaneck Ig Floating Rate ETF | +0.1% | +4.16% | Add |
| 39 | CASY | Casey's General Stores Inc | +0.1% | -2.85% | Trim |
| 40 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +216.95% | Add |
| 41 | GLDM | Spdr Gold Minishares Trust | +0.1% | NEW | New buy |
| 42 | STXV | Strive 1000 Value ETF | +0.1% | +5.01% | Add |
| 43 | HEQT | Simplify Hedged Equity ETF | 0% | -5.30% | Trim |
| 44 | GLD | Spdr Gold Shares | 0% | +60.62% | Add |
| 45 | TCAF | T Rowe Prc Cap Appreciation | 0% | +10.36% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | -3.74% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | 0% | -13.73% | Trim |
| 48 | FTLS | First Trust Long/short Eqty | 0% | -7.01% | Trim |
| 49 | HELO | Jpmorgan Hedged Equity ETF | 0% | -4.25% | Trim |
| 50 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $543.9M across 240 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, COWZ) accounted for 25.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
FNOV
市值: $4.8M
Top Position Liquidated / Trimmed
FSEP
前期市值: $4.8M
During Q4 2024, WealthPLAN Partners, LLC's top holdings by market value included AAPL (7.6%)、BRK-B (4.8%)、COWZ (2.5%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q4 2024, WealthPLAN Partners, LLC made 199 total portfolio adjustments, initiating 19 new buys, adding to 41 positions, trimming 105 holdings, and fully liquidating 34 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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